• Home
  • Act Premium CRM Desktop

Act Premium CRM Desktop

Take your customer relationships to another level with Act! CRM Desktop

Have full control over your database with Act! CRM desktop. The on-premise version of Act’s popular CRM system gives you access to its full range of features and functions so you can easily manage client relationships.

Act! CRM desktop allows you to keep track of all your current and prospective customers, close sales, and market like a pro. The desktop version provides access to enhanced add-on capabilities, so you can expand the software and tailor it to your business.

Try Act! FREE for 14 days! (No card details required)

14 Day Free Trial

Customer Management

Sales Pipeline Management

Marketing Automation

Activity Management

Customer Management

Relationship history

Leverage rich customer profiles to help personalise every interaction.

Centralised customer data

Bring calls, emails, notes, activities, and documents together in one organised place.

Powerful search

Locate the customer information you need in an instant.

Offline and mobile access

Be informed and prepared while in the office or on the road.

Customer Management

Relationship history

Leverage rich customer profiles to help personalise every interaction.

Centralised customer data

Bring calls, emails, notes, activities, and documents together in one organised place.

Powerful search

Locate the customer information you need in an instant.

Offline and mobile access

Be informed and prepared while in the office or on the road.

Sales Pipeline Management

Opportunity tracking

Keep every detail of each sales opportunity at your fingertips - in the office or on the road.

Pipeline management

Assess your sales pipeline by product, territory, sales stage, agent, region and more.

Sales process management

Advance deals through stages of custom or out-of-the-box sales processes.

Actionable insights

Focus your time where it counts with insights from interactive visual dashboards.

Sales Pipeline Management

Opportunity tracking

Keep every detail of each sales opportunity at your fingertips - in the office or on the road.

Pipeline management

Assess your sales pipeline by product, territory, sales stage, agent, region and more.

Sales process management

Advance deals through stages of custom or out-of-the-box sales processes.

Actionable insights

Focus your time where it counts with insights from interactive visual dashboards.

Marketing Automation

Personalised campaigns

Use turnkey templates or design your own for maximum impact.

Automated workflows

Define outreach strategies to effortlessly stay engaged with prospects and customers.

Landing pages

Capture leads with high-converting landing pages and web forms.

Real-time metrics

Know what's working instantly and prioritise follow-ups.

Marketing Automation

Personalised campaigns

Use turnkey templates or design your own for maximum impact.

Automated workflows

Define outreach strategies to effortlessly stay engaged with prospects and customers.

Landing pages

Capture leads with high-converting landing pages and web forms.

Real-time metrics

Know what's working instantly and prioritise follow-ups.

Activity Management

Customer activities

Track all current and prior activities for each customer within their record.

Prioritised task lists

Know where to focus your time throughout the workday.

Calendar & email integration

Keep appointments and communications in sync at all times.

Notifications and alerts

Never miss an opportunity or overlook a key task.

Activity Management

Customer activities

Track all current and prior activities for each customer within their record.

Prioritised task lists

Know where to focus your time throughout the workday.

Calendar & email integration

Keep appointments and communications in sync at all times.

Notifications and alerts

Never miss an opportunity or overlook a key task.

  • null

    PLATINUM

    Act! Certified Business Partner

Why choose Softext as your Act! CRM Partner?

  • As accredited Act consultants we’ve been working with Act CRM software since 2012 so we know our way around it. We also use it on a daily basis to run our own sales and marketing activities
  • We have partnered with many of the leading Act! addon suppliers able to provide you with additional functionality
  • Our technical support team are trained in all aspects of Act software. From implementation to troubleshooting problems, they’re here to help you as you use the software
  • We offer training sessions in Act CRM Desktop, Cloud and Act Marketing Automation, along with on-going support

Which is right for your business? Act! CRM Desktop or Cloud?

Act! Premium Desktop

£31 user/mo (billed annually)

Includes:

  • Rich account management
  • Calendar & activity tracking
  • Dynamic sales pipeline management
  • Act! insights analytics
  • Office, Outlook, & Google integration
  • Act! Companion mobile app
  • Act! Marketing Automation (Basic tier)
  • Data import
  • Expert technical support

Act! Premium Cloud

£25 user/mo (billed annually)

All features of Act! Premium Desktop, plus:

  • Automatic upgrades
  • Nightly backups
  • Disaster recovery
  • 6GB Cloud storage
  • Desktop sync (optional £)

CRM Features and Benefits

Marketing Automation Plans

Featured Add-ons

Act! Companion

Be productive from anywhere with the Act! companion mobile App.

FREE native mobile CRM App

An active Act! Premium subscription is required.

Read More

Custom Tables

Maintain industry-specific data like insurance policies, service contracts, mortgages, projects, and more.

£8 per user / mo billed annually

Read More

SMS4Act! Text Messaging

Integrated SMS text messaging to send and record personalised messages directly from Act!

Read More